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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

236 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 73 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+125
Holders Change %
+112.61%
% of All Funds
5.21%
Holding in Top 10
23
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+475%
% of All Funds
0.51%
New
139
Increased
73
Reduced
11
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$761M
2
LPL Financial
2
LPL Financial
California
$113M
3
Bank of America
3
Bank of America
North Carolina
$284M
4
PAS
4
Park Avenue Securities
New York
$85.5M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$60.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
ACM
2
Anfield Capital Management
California
$0
3
HHGA
3
Halbert Hargrove Global Advisors
California
$686K
4
NA
4
Nottingham Advisors
New York
$1.01M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
26
F.L. Putnam Investment Management
Massachusetts
$10.1M -$862K -14,996 -8%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$9.57M +$9.57M +166,530 New
CFG
28
Cooper Financial Group
California
$9.29M +$9.08M +158,015 +4,342%
PFA
29
Pettinga Financial Advisors
Indiana
$9.13M +$9.13M +158,875 New
5L
30
55I LLC
Massachusetts
$8.87M +$8.87M +142,090 New
MCIA
31
Mountain Capital Investment Advisors
Colorado
$8.56M +$8.56M +137,124 New
SW
32
SteelPeak Wealth
California
$8.45M +$8.45M +146,958 New
TAIM
33
TD Ameritrade Investment Management
Nebraska
$8.03M +$961K +16,720 +14%
AI
34
Atria Investments
North Carolina
$8M +$8M +139,187 New
NA
35
NewEdge Advisors
Louisiana
$7.76M +$7.76M +134,951 New
IWP
36
Icon Wealth Partners
Texas
$7.6M +$7.6M +132,130 New
BCM
37
Brookstone Capital Management
Illinois
$7.45M +$7.45M +129,575 New
PWA
38
Physician Wealth Advisors
Utah
$7.15M +$7.15M +114,328 New
LWA
39
Lineweaver Wealth Advisors
Ohio
$7.1M +$7.1M +123,157 New
SHIM
40
Stone House Investment Management
Pennsylvania
$6.87M +$6.87M +119,428 New
RCS
41
Retirement Capital Strategies
California
$6.75M +$4.23M +73,546 +167%
HighTower Advisors
42
HighTower Advisors
Illinois
$6.02M +$5.45M +94,894 +952%
HIM
43
HawsGoodwin Investment Management
Tennessee
$5.9M +$5.9M +102,552 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$5.83M +$4.93M +85,795 +547%
SMG
45
Spectrum Management Group
Indiana
$5.41M +$5.41M +94,055 New
SHJ
46
Sharkey, Howes & Javer
Colorado
$5.26M +$5.26M +91,439 New
VHAM
47
Van Hulzen Asset Management
California
$4.75M +$4.75M +82,622 New
AF
48
Advisornet Financial
Minnesota
$4.72M +$4.49M +78,101 +1,922%
CFGS
49
Concourse Financial Group Securities
Alabama
$4.43M +$4.43M +77,111 New
CS
50
Comerica Securities
Michigan
$4.4M +$4.4M +76,556 New
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